Connect to Cvent Data from Crystal Reports

Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and report on live Cvent data from Crystal Reports.

Crystal Reports is a business intelligence application by SAP designed to help you analyze your data with well-formatted, pixel-perfect, and multi-page reports. When paired with CData Connect AI, Crystal Reports gets access to live Cvent data. This article demonstrates how to connect to Cvent using Connect AI and report on Cvent data in Crystal Reports.

CData Connect AI provides a pure SQL Server interface for Cvent, allowing you to query data from Cvent without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Cvent, leveraging server-side processing to return the requested Cvent data quickly.

Configure Cvent Connectivity for Crystal Reports

Connectivity to Cvent from Crystal Reports is made possible through CData Connect AI. To work with Cvent data from Crystal Reports, we start by creating and configuring a Cvent connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a Connection
  2. Select "Cvent" from the Add Connection panel
    3. Selecting a data source
  3. Enter the necessary authentication properties to connect to Cvent.

    Before you can authenticate to Cvent, you must create a workspace and an OAuth application.

    Creating a Workspace

    To create a workspace:

    1. Sign into Cvent and navigate to App Switcher (the blue button in the upper right corner of the page) >> Admin.
    2. In the Admin menu, navigate to Integrations >> REST API.
    3. A new tab launches for Developer Management. Click on Manage API Access in the new tab.
    4. Create a Workspace and name it. Select the scopes you would like your developers to have access to. Scopes control what data domains the developer can access.
      • Choose All to allow developers to choose any scope, and any future scopes added to the REST API.
      • Choose Custom to limit the scopes developers can choose for their OAuth apps to selected scopes. To access all tables exposed by the driver, you need to set the following scopes:
        event/attendees:readevent/attendees:writeevent/contacts:read
        event/contacts:writeevent/custom-fields:readevent/custom-fields:write
        event/events:readevent/events:writeevent/sessions:delete
        event/sessions:readevent/sessions:writeevent/speakers:delete
        event/speakers:readevent/speakers:writebudget/budget-items:read
        budget/budget-items:writeexhibitor/exhibitors:readexhibitor/exhibitors:write
        survey/surveys:readsurvey/surveys:write

    Creating an OAuth Application

    After you have set up a Workspace and invited them, developers can sign up and create a custom OAuth app. See the Creating a Custom OAuth Application section in the Help documentation for more information.

    Connecting to Cvent

    After creating an OAuth application, set the following connection properties to connect to Cvent:

    • InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
    • OAuthClientId: The Client ID associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
    • OAuthClientSecret: The Client secret associated with the OAuth application. You can find this on the Applications page in the Cvent Developer Portal.
    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Cvent Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Cvent data from Crystal Reports.

Connect to Cvent from Crystal Reports using Connect AI

To establish a connection from Crystal Reports to CData Connect AI, you will need to download the JDBC driver.

  1. Open the Client Tools page of CData Connect AI.
  2. Search for and select JDBC.
  3. Download and run the setup file.
  4. When the installation is complete, locate the JDBC Connect JAR file in the JDBC driver's installation directory, for example, C:\Program Files\CData\JDBC Driver for CData Connect\lib.
  5. Copy the JDBC Connect JAR file (cdata.jdbc.connect.jar).

After copying the JDBC CData Connect JAR file, you will need to paste it into the Crystal Reports installation location and configure the connection to Connect AI.

  1. Find the installation directory for Crystal Reports, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib
  2. Paste the JDBC Connect JAR file into the Crystal Reports installation directory.
  3. Go to the parent java folder. For example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java This folder should contain a CRConfig file. Locating the CRConfig file in the Crystal Reports installation directory.
  4. Open CRConfig in a text editor.
  5. Add the path to the JDBC CData Connect JAR file in the of the CRConfig file, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib Editing the CRConfig file.
  6. Log into Crystal Reports and start a blank report.
  7. In the Database Expert dialog, click Create New Connection.
  8. Select the JDBC data source and the tables you want to add. Click OK. Selecting the JDBC data source.
  9. In the Connection dialog, enter the Connection URL (e.g. jdbc:connect:AuthScheme=Basic;user=username;password=PAT;) and Database Classname (e.g. cdata.jdbc.connect.ConnectDriver). Configuring the connection.
  10. Click Finish. The Database Expert dialog displays all available connections. Browsing the available data from Connect AI.

You can now create reports with the connected data.

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